Paul Carpenter is a CFP® and PFS™ with 37 years of industry experience. He is currently with Atlas Private Wealth Advisors and has previously worked at LPL Financial LLC and Avantax-related firms. Outside of his financial advisory work, he is a part-time drummer and musician. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers tailored portfolio management and financial planning through a mix of advisor-driven and model-based strategies.

Anthony Destefano is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at LPL Financial and M&T Securities. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary solutions through firm-level models, third-party managers, and advisor-led asset allocation, using platforms such as Envestnet to support plan governance and investment due diligence.

Matthew Fox is a financial advisor with Integrity Alliance, LLC in Johnstown, PA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior firms include Avantax and Cetera, among others. He is also the owner of Perspective Wealth Planning and Perspective Insurance Group, where he provides insurance and investment services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisors. The firm offers comprehensive asset management, financial and retirement plan consulting, and access to various investment programs, utilizing both advisor-managed and model-based portfolio approaches.

Beth Rhodes is a financial advisor at &PARTNERS with 28 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Rhodes is based in Johnstown, PA. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining technology platforms with proprietary and third-party strategy models to provide both discretionary and non-discretionary management.

Nathanael Shaffer is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has six years of industry experience. Outside of his advisory role, he works as a loader for UPS. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status.

Anthony Di Paola is a financial advisor with Eagle Strategies (New York Life) based in Johnstown, PA. He holds a Series 66 designation and has been in the industry since 2024. His prior experience includes roles at New York Life and operating Anderson Financial Solutions, LLC, through which he sells New York Life products and services. Outside of finance, he has worked in the restaurant and country club sectors. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Joseph Goodwin is a CFP®-designated financial advisor with Eagle Strategies (NY Life) based in Johnstown, PA, with 39 years of industry experience. He has been with Eagle Strategies since 2008 and has worked with New York Life and its affiliated entities since 1986. Occasionally, he brokers life and short-term disability insurance products with other companies. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with coordinated advisory and insurance capabilities.

Ryan Robertson is a financial advisor at OSAIC Institutions, INC. with 15 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc. since 2015 and First Commonwealth since 2014. He also has a role with First Commonwealth Bank Trust Division. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm operates with a predominantly non-discretionary asset base and utilizes a network of investment adviser representatives who provide both advisory and brokerage solutions.

Keith Fetzer is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His background includes roles at Perspective Insurance Group, Cetera, and Avantax, as well as experience in tax preparation and accounting through his own CPA practice. Outside of advising, he is involved in tax preparation and accounting services and works as a real estate agent. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers comprehensive asset management, financial planning, and retirement consulting, utilizing a variety of investment approaches and custodial platforms.

Joseph Anderson is a financial advisor with Eagle Strategies (New York Life) based in Johnstown, PA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked previously at firms including Ponchione Financial Group and AXA Advisors. Anderson also operates under the DBA Anderson Financial Solutions, brokering insurance products in addition to his advisory work. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Christopher Fleegle is a financial advisor with OSAIC Institutions, Inc. and has 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including First Commonwealth Bank, Northwest Bank, LPL Financial, Cetera Investment Services, and First National Bank of Pennsylvania. Outside of his advisory work, he serves as the head coach for the girls basketball team at Altoona Area High School. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, emphasizing customized engagements and offering access to alternative investments and lending solutions. The firm’s advisory approach includes both fundamental and technical analysis and features a predominantly non-discretionary asset base.

Brad Hindman is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a director on the board of Hindman Funeral Homes and Crematory, a family business involved in succession planning. \u0026PARTNERS serves a diverse client base, including individuals, retirement plans, nonprofits, and private business owners, offering services such as portfolio management, financial and tax planning, and estate and trust consulting. The firm combines platform technology with proprietary and third-party strategies, providing both discretionary and non-discretionary management tailored to client needs.

Shennoah Miller is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Avantax Advisory Services, Cetera, and Infinex Investments. Miller is also involved with Perspective Wealth Planning, LLC as a relationship manager. Integrity Alliance serves a diverse client base that includes individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial and retirement plan consulting, and access to third-party manager programs, employing various portfolio management strategies and custodial platforms.

Michael Akers is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following eight years at BB&T Securities. Outside of his advisory role, he manages a vacation home rental in Hilton Head, South Carolina, offered through Airbnb and VRBO. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Daniel Dearment is a financial advisor with GWN Securities Inc. in Bedford, PA, holding a Series 63 license and 17 years of industry experience. He has been with GWN Securities since 2015 and concurrently serves as President and CEO of Friends Cove Mutual Insurance Company since 2004. Additionally, he is a director on the board of Grinnell Mutual Insurance Company and participates in community organizations including the Bedford Methodist Church and Bedford County Development Association. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy strategies involving market-timing and momentum methods.

Angela Moffat is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 66 licenses and has 15 years of industry experience. Her prior roles include positions at 1ST SUMMIT Financial Partners, Infinex Investments, First Commonwealth Bank, KEYBANK, LPL Financial, and First Niagara Bank. Outside of her advisory work, she serves as a board member for the Westmoreland Intermediate Foundation and the Ligonier Valley Historical Society. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements. The firm offers a range of solutions including financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options, with a notable emphasis on non-discretionary asset management.

Leigh Shank is a financial advisor with Edward Jones in Everett, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Shank owns and manages short-term rental properties through Roundhouse Retreat LLC and Gulfview Oasis LLC. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm offers a range of advisory programs and investment options, managing over $1 trillion in assets through a nationwide network of advisors and branches.

Ricky Kalanish is a financial advisor with LPL Financial in Johnstown, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including 21 years at Ameriserv Financial before joining LPL Financial in 2011. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

John Paros is a financial advisor with Mass Mutual Investors Services in Johnstown, PA, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including 35 years with MetLife Securities and Metropolitan Life Insurance Company prior to joining MassMutual in 2017. He is also an agent for Paros Financial, where he is involved in life insurance, health, group health, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap programs, and educational seminars, providing collaborative annual planning engagements supported by firm-approved analytical tools.

William Hargreaves is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Raymond James in 2021, he worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 16 years. Hargreaves serves on the advisory board of Sunnehanna Country Club in Johnstown, PA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and risk profiling.

Eric Orlovsky is a financial advisor with Cetera, holding a Series 63 designation and 16 years of industry experience. He has worked with multiple firms including Avantax and Pile Financial Services, and owns Orlovsky Financial Services PLLC, where he provides accounting, payroll, and tax preparation services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Cody Law is a financial advisor at LPL Financial with Series 63 and Series 65 credentials. He has been with LPL Financial since 2025 and has prior experience in mixed roles including five years at Bellator MMA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Frederick Thomas III is a financial advisor with Raymond James Financial in Johnstown, PA, holding Series 63 and Series 66 credentials and over 45 years of industry experience. He has operated Thomas Financial Associates Inc. since 2010. Outside of finance, he owns and operates Copperfall Farms LLC, a small farm involved in livestock, hay, grains, timber, and minerals. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Steven Dull is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years and at Bedford Gazette for two years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory programs supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Donald Cowie is a financial advisor at Equitable Advisors with 42 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory work, he serves as treasurer for both the Johnstown East Hills Kiwanis Club and the Business Networking Group of Johnstown. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Lesa Haas is a CFP® professional with 30 years of industry experience, currently affiliated with Cetera since 2013. She holds Series 63 and Series 65 licenses and is based in Everett, PA. Outside of her advisory work, she operates as an independent insurance agent specializing in life, accident, health, and long-term care insurance and also prepares tax returns for walk-in clients. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Matthew Zima is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at AmeriServe Financial Services, LPL Financial, LLC, and MetLife Securities Inc. Since 2016, he has maintained outside insurance appointments involving fixed annuities and life insurance products. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Kevin Pile is a financial advisor with Cetera, holding a Series 66 designation and 23 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services, and has been the owner and sole proprietor of Pile Financial Services, a tax preparation and accounting business, since 2006. He also served in local government roles including Southmont Borough Councilman for 37 years. Cetera Investment Advisers serves a broad mix of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering a variety of portfolio management, financial planning, and fiduciary solutions. The firm combines retirement and fiduciary capabilities with a broad trust and institutional network, supporting over 6,800 advisors and managing more than $163 billion in assets.

Tonya Northcraft is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. Outside of advising, she operated a photography business, Remember Me Photography, for 13 years. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Brian Jeffries is a financial advisor at Edward Jones with 22 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cynthia Orlovsky is a CFP® with 20 years of industry experience, currently affiliated with Cetera. She has held roles at Avantax Advisory Services and Avantax Insurance Agency, and she operates Orlovsky Financial Services LLC, which provides accounting and tax preparation services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions, along with retirement and fiduciary capabilities uncommon for a firm of its size.

Andrew Waligora is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company. Outside of his advisory role, he serves as an umpire for scholastic softball games in Pennsylvania. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including asset management, wrap and money-manager programs, and educational seminars.

Michael Lesney is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. Outside of his advisory role, Lesney serves as president of the Ogletown Recreation Board in Windber, PA. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations, utilizing both advisory and brokerage channels to implement client recommendations.

John Yerger III is a financial advisor with Raymond James Financial Services Advisors, Inc. in Johnstown, PA, holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney. Outside of advising, he serves as Tournament Chairman for the Sunnehanna Amateur golf event, overseeing player invitations, event organization, and budgeting. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charities, corporations, and public entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed risk profiling and asset-allocation analysis.

Conor Mc Kenzie is a CFP® professional with 10 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has previously worked at Janney Montgomery Scott and Northwestern Mutual in various advisory roles. Mc Kenzie is also involved in entrepreneurial activities, including ownership of Honor Wealth Planning LLC and a commercial real estate business entity in Ligonier, PA. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes advisory and implementation support, utilizing firm research and a broad affiliate network to meet client needs.

Terram Cornelius is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Mark Vibostok is a CFP® and holds a Series 66 license with 26 years of industry experience. He is currently with Stifel and previously worked at Janney Montgomery Scott for 23 years. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Ruth is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at First Allied Securities, Inc. for 12 years before joining Cambridge in 2020. Outside of his advisory role, he is president and owner of Country Lane Financial and serves as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party sub-advisers.

Kathleen Willason is a financial advisor at Edward Jones in Johnstown, PA, holding a Series 66 designation with nine years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branches, and manages approximately $1.01 trillion in assets under management.

Erin Sotosky is a financial advisor with Raymond James Financial Services Advisors, Inc. in Johnstown, PA, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been associated with Raymond James and Thomas Financial Associates since 2010. Outside of her advisory role, she serves as the head varsity boys track and field coach for Conemaugh Township and is president of the CT Soccer Boosters nonprofit organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive emphasis on advisory and implementation-support services rather than delegated management.

Steven Stroup is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is a member of the Bedford Trading Club Investment Club. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jennings Mcgraw is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2007, following his tenure at AXA Advisors, LLC. Mcgraw serves on the Finance Committee Board of the Civil Air Patrol Squadron 258 in Johnstown, PA, and is the owner of Horizon Flying LLC. Equitable Advisors provides financial planning and retirement plan support to individual investors, corporations, and charitable organizations, offering access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals, risk tolerance, and time horizon.

John Billetdeaux is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked with LPL since 2015. He also maintains an ongoing affiliation with Kabler Thomas. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wayne Weimer is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Edward Jones, and Woodmen Financial Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings.

Vincent Vibostok is a CFP® certificant affiliated with Stifel in Johnstown, PA, with four years of industry experience. Before joining Stifel in 2025, he worked at Janney Montgomery Scott from 2021 to 2025 and held roles at Reed Smith LLP and Federated Investors, Inc. He serves as an advisory board member for Easterseals Western and Central Pennsylvania. Stifel serves a broad range of clients, including individuals and institutional investors, and offers both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jeffrey Gable is a financial advisor with Edward Jones in Everett, PA. He holds a Series 66 designation and began his career at Edward Jones in 2025 after several years in the mortgage industry. Outside of financial services, he owns and operates an insulation contracting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, with a focus on fiduciary standards and tax-efficient services.

Lawrence Giannone is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 23 years of industry experience. His prior experience includes ownership roles at the Giannone Family Partnership and Giannone Realty Corporation, as well as ongoing positions with Thomas Financial Associates and Raymond James Financial Services Advisors. He is also the owner of LT Giannone Financial Services, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiles, with a distinctive focus on non-discretionary advisory services supported by an extensive affiliate network.